As part of BMO Philanthropic Advisory Services, Karen is a specialist in philanthropic planning and
execution, helping families develop and execute strategic plans aligned to their charitable giving
priorities. The demand for strategic advice on philanthropy is growing. Increasingly, Canadians are
looking for guidance on how to make a meaningful and tax-efficient impact with their donations to
causes that are important to them. When done strategically, this can have an immense impact on
one’s financial well-being and, perhaps more importantly, the legacy left behind.
Karen joined BMO Private Wealth in 2011 as a High Net Worth Planner, following progressively senior
roles in the financial services industry that specialized in wealth planning, marketing and
communications, and business development. In these roles, Karen engaged clients in meaningful
conversations about their family’s needs and desires, providing strategies to meet their goals in the
most tax-efficient manner possible, all within the framework of a comprehensive and holistic
approach to wealth planning.
